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Clearstead Advisors’s SB Financial Group SBFG Stock Holding History

Clearstead Advisors’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$116 – 3181
2025
Q3 		$116 Buy
+6
New +$122 ﹤0.01% 2920

Other funds holding SBFG

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CCM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Clearstead Advisors's SBFG Position: Q4 2025 in Review

Clearstead Advisors sold out of SB Financial Group (SBFG) in Q4 2025, closing a stake of 6 shares — an estimated $116 sold.

Clearstead Advisors first reported a position in SBFG in Q3 2025 and held it in 1 quarter. The position peaked at $116 in Q3 2025. 72 funds tracked by Wall St. Rank hold SBFG as of Q4 2025.

  • Clearstead Advisors reported no remaining SB Financial Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 6 SB Financial Group shares in Q4 2025, an estimated $116.
  • Clearstead Advisors first reported a position in SB Financial Group in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's SB Financial Group position peaked at $116 in Q3 2025.
  • 72 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.